Tool Comparison
Simply Wall St vs Yellowbrick Investing
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $10.95/mo instead of $24/mo
- You do a lot of your research from your phone
- You want screeners, data visualizations, and portfolio.
- Paid from
- $24/mo
- Free plan
- Yes
- Platforms
- Web
Best if
Start here
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want the cheaper way in: plans start at $10.95/mo instead of $24/mo
- You do a lot of your research from your phone
- You want screeners, data visualizations, and portfolio.
Pick Yellowbrick Investing instead if
Yellowbrick Investing
Free • From $288/yr · Web
- Go this way if you prefer a simpler, more focused tool.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Simply Wall St and Yellowbrick Investing cover a lot of the same ground (4 shared categories, including stock ideas, institutional ownership, and alerts), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Yellowbrick Investing's 4, including screeners, data visualizations, and portfolio, plus a mobile app. Yellowbrick Investing counters by keeping things simpler.
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10.95/mo vs $24/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 4 categories
- Mobile app
- Simply Wall St
- Free plan
- Both
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $131.40/yr | Free • From $288/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Plaid, SnapTrade +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | — |
Categories covered | 19 | 4 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | — |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Yellowbrick Investing |
Standout features
The best features of Simply Wall St and Yellowbrick Investing.ShowHide
Standout features
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
All details
Every attribute we track for Simply Wall St and Yellowbrick Investing.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Not specified |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Not specified |
Export formats | ExcelPDF | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Not specified |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Not specified |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freecompany reports per month: 5 · portfolios: 1 · +1 more | Free |
| Entry paid plan | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more | $288/yr≈ $24/mo“Yellowbrick Premium Annual” |
| Top plan | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more | $30/mo“Yellowbrick Premium Monthly” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Simply Wall St and Yellowbrick Investing?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Yellowbrick Investing puts more weight on stock ideas, institutional ownership, and alerts. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Yellowbrick Investing cost?
Good news: both Simply Wall St and Yellowbrick Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Simply Wall St or Yellowbrick Investing on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. Yellowbrick Investing doesn't list a dedicated mobile app; its documented access is web.
Should I choose Simply Wall St or Yellowbrick Investing?
It depends on what you're after. Pick Simply Wall St if screeners and data visualizations matter to you; go with Yellowbrick Investing if you prefer its overall approach. And if you only need the basics both share, let price decide.
Can I export data from Simply Wall St and Yellowbrick Investing?
Simply Wall St exports to Excel. Yellowbrick Investing is stingier about getting data out.
Which has a better stock screener: Simply Wall St or Yellowbrick Investing?
Simply Wall St has a stock screener for surfacing ideas; Yellowbrick Investing doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Simply Wall St or Yellowbrick Investing?
Simply Wall St handles portfolio tracking. Yellowbrick Investing is really a research tool; you'd track your portfolio elsewhere.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.